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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,411 |
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTONLARSONALLEN WEALTH ADVISORS Service code 27 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Advisory (Plan) | $13,962 |
ASCENSUS LLC4 years Filed as: MAP RETIREMENT USA LLC Service code 13 W6180 AEROTECH DR · APPLETON, WI 54914 | Contract Administrator | $2,502 |
Service code 99 6504 BRIDGEPOINT PKWY STE 450 · AUSTIN, TX 78730 | Other Fees | $1,761 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,367 | $29,525-27.6% | $56,033-61.9% | $77,736-72.5% |
| Participation rate | 25.2% | 32.7%-7.4pp | 52.5%-27.3pp | 70.6%-45.3pp |
| Annual return | 13.06% | 18.90%-5.8pp | 1711.38%-1698.3pp | 31.26%-18.2pp |
| Employer contribution / active EE | $1,191 | $569+109.2% | $1,041+14.4% | $2,728-56.3% |
| Participant deferral / active EE | $572 | $1,062-46.1% | $1,954-70.7% | $4,651-87.7% |
| Admin fee / account holder | $185 | $1,040-82.2% | $2,827-93.4% | $433-57.2% |